Equity Mates Investing Podcast Earnings season beats records, 2 stocks we're loving & don't try to time the market
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Jul 23, 2025 Earnings season is breaking records, fueling investor optimism as Aussie miners rebound. The hosts delve into stock picks, stressing the merits of dollar-cost averaging over market timing, especially during economic downturns. They discuss major corporations' earnings amid challenging conditions and highlight the impressive growth of tech stocks like Roblox and Mercado Libre. Real-life lessons from historical recessions underline the risks of trying to time the market, encouraging a long-term investment approach for stability and growth.
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Strong Earnings Beat Expectations
- Companies are beating earnings expectations with strong revenue and profit growth despite headwinds.
- Consumer spending remains resilient, supporting business health and earnings.
Earnings Are An Expectations Game
- Earnings season is an expectations game where even strong results can disappoint if below market hopes.
- Netflix beat revenue and profit growth but the stock fell as it did not exceed lofty expectations.
TSMC - World's Most Important Chipmaker
- Taiwan Semiconductor Manufacturing Company (TSMC) dominates global semiconductor production with massive revenue and profit growth.
- TSMC's importance is unmatched and critical to technology supply chains worldwide.
